Zingtree Tags: decision trees for insurance

Easy Insurance Scripts + Zingtree

In partnership to provide insurance agencies with powerful interactive scripts

Easy Insurance Scripts has helped more than 2,500 independent insurance agencies across the U.S. and Canada become more profitable. With a unique system that provides online scripts to guide agents through insurance solutions for policies and procedures, marketing, human resources, errors & omissions, and customer service, it’s the only company of its kind offering powerful, tangible resources.

Easy Insurance Script’s Challenge:

Focusing exclusively on independent insurance agencies in the US and Canada, Easy Insurance Scripts saw many agencies confronting procedural issues with staff and customer service. Founder and CEO, Ted Baker, said: “there is often very little training and consistency offered for new staff and incoming insurance agents, so we wanted to create scripts to help guide agents through every interaction and policy question.” Easy Insurance Scripts needed a reliable way to assist independent insurance agents, but realized it wasn’t sustainable or feasible to create this solution from scratch.

Zingtree’s Solution:

Easy Insurance Scripts is partnering with Zingtree to combine 40 years of insurance experience with the dynamic technology of interactive decision trees. With a comprehensive platform for creating consistent training and call scripts, independent insurance agents are more effective, productive, and helpful.

“It’s amazing that I’m able to automate all of this for independent insurers,” says Ted, Founder & CEO. “For me, the ROI of Zingtree is immediate. Introducing standardized decision tree scripts for insurance has allowed the insurers in my network to really thrive. With scripts for guiding conversations, interactive trees to train new agents, and the reporting that comes along with it, agents are able to provide a better customer experience that’s consistent and informative.“

About Zingtree: Zingtree is the most user-friendly, business-ready platform for creating and implementing interactive decision trees and scripts that deliver answers faster and simplify complex processes. You can quickly create decision trees that your employees, site visitors, leads, trainees and/or customers navigate by clicking buttons to answer questions, and receive detailed analytics on how trees are being used.

Zingtree makes it easy to guide anyone through complicated processes – there’s no better way to help people get answers and solve problems. Interactive decision tree scripts have allowed Easy Insurance Scripts to bring their original concept to life.

There’s one aspect of insurance that everyone can come to the same conclusion about: it’s complicated. Whether you’re talking about home insurance, life insurance, travel insurance, property insurance, or any other type you can name, the same issues around complexity arise. In an industry so deeply-rooted in lots of paperwork, fact-checking, and claims processing, important and confusing details of all sizes are plentiful.

Agent scripts are one solution that has really helped to simplify these types of everyday insurance processes. In today’s digital world, however, the traditional call script is being replaced with something even more effective and easy-to-use. Interactive decision trees and agent scripts for insurance make it easy to pick products, follow processes, and collect important data.

Leading companies and independent insurance agents worldwide use interactive decision trees for insurance to streamline and simplify every detail – meaning more people helped, more money saved, and more consistently-positive interactions reported. Here’s how some of our insurance-based customers are taking advantage of interactive decision trees:

Case 1: AFLAC

AFLAC, a leading insurance provider in the US, is using interactive decision trees for insurance to guide their insurance sales agents in order to locate and offer the best possible policies for prospective customers.

Case 2: Zudy

Zudy, a no-code enterprise platform, works with insurance companies to provide interactive insurance scripts around their most important and complicated topics, including claims processing.

Case 3: Easy Insurance Scripts

Easy Insurance Scripts partners with Zingtree to deliver powerful agent scripts to insurance agents, along with its roster of equally helpful tools and resources for agents.

While the use cases and exact results may vary from agent to agent, organization to organization, the benefits really boil down to 3 main things:

Consistency

Guidance

Simplification

Let’s take a closer look…

Consistency

Details in the insurance industry are more than important – they are absolutely vital to the integrity of the practice itself. With so many critical details and rules within every claims process, consistency in the information and experience provided cannot be overlooked.

To ensure consistency, interactive decision trees and agent scripts are completely standardized across the board. For real-time conversations, training scenarios, and processing situations, having a consistent and reliable script can help to achieve the intended goals.

Guidance

In many insurance interactions – training or otherwise – interactive, step-by-step guidance can be incredibly useful. Insurance agents and organizations are using interactive decision trees to guide customers to the best products for their needs, as well as guide agents in exactly to say next.

Ted Baker, Founder of Easy Insurance Scripts finds that “with scripts for guiding conversations, interactive trees to train new agents, and the reporting that comes along with it, agents are able to provide a better customer experience that’s consistent and informative.“

Simplification

Making things more simple is usually the best route to go. When you’re talking about insurance, however, the details that are being simplified still need to maintain their integrity. Interactive decision trees for insurance allow agents to ask a few pointed questions, collect the necessary information, and file what needs to be completed all in one streamlined format.

By asking a few questions and simplifying each task through a series of easy-to-follow, guided steps, decision trees and agent scripts for insurance ensure the correct process is followed for recommending policies and processing claims every time.

These 3 digestible, yet extremely powerful benefits of interactive decision trees are enough to make every customer interaction more positive and productive. Have any questions? You can see live examples and learn more about our solutions for insurance agents and organizations on our site, or feel free to reach out directly.

Having exceptional customer service isn’t reserved for typical B2C companies. In such a tumultuous and often scary industry (for consumers, at least), insurance companies and agents must also take a close look at how their customers are perceiving the assistance they are getting. Understanding is also a huge part of this customer experience. Why? Because insurance is complicated.

Improving Insurance Call with Decision Tree Scripts

For many insurance companies, automation is an angle that’s gaining traction for providing more streamlined and consistent customer service. Our partnership with EasyInsuranceScripts.com is a great example of how decision trees are being used to simplify.

Simply put, Ted Baker, the Founder of EasyInsuranceScripts.com, envisioned a more streamlined way to improve how independent insurance agents were being trained, guided through complicated conversations and policy selections, and processing claims. In an industry with so many small, yet important, details to be understood, these conversations and processes can become intimidating very quickly.

With our own knowledge and experience in simplifying the complex, we knew decision trees would be an ideal fit. Joining forces between Zingtree and EasyInsuranceScripts.com has allowed Ted’s services to offer the most comprehensive set of resources for independent insurance agents as a result.

“It’s amazing that I’m able to automate all of this for independent insurers,” says Ted. “For me, the ROI of decision trees is immediate. Introducing standardized decision tree scripts for insurance has allowed the insurers in my network to really thrive. With scripts for guiding conversations, interactive trees to train new agents, and the reporting that comes along with it, agents are able to provide a better customer experience that’s consistent and informative.“

Hard Numbers: Where the Data Fits In

While each insurance agent or organization may have varying experiences, industry knowledge is key in understanding how much this kind of customer service and care matters for insurance. McKinsey recently published an article on how focusing on improving customer experience has a direct effect on growth and profit in the insurance industry:

McKinsey’s global research across industries shows that improving the customer experience can do far more to drive profitable growth than raising advertising spending or lowering prices. Some executives may still see insurance as a low-engagement, disintermediated category, but analytics prove that in an industry where profits are highly concentrated, leading carriers are delivering customer experiences that inspire loyalty and attract new customers frustrated by their experiences with their current carriers.

Here’s a handy chart that helps to summarize how insurers must improve the customer journey:

A typical insurance carrier today delivers customer experiences via separate functions (marketing, distribution, underwriting, claims), using a website, sales call center, service department, and so on, most managed by different executives with different goals and metrics. This structure may have its purposes, but it overlooks the fact that from the customer perspective, the experience is often a single journey.

Real-World Example: Decision Tree for Insurance

Here’s a sample tree, derived from one of the Easy Insurance Scripts trees: